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Birch Hill Investment Advisors LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,430,286,951
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $143,222,899
- AMAZON COM INC · COM · 023135106 · shares: $133,293,259
- APPLE INC · COM · 037833100 · shares: $121,218,227
- AMPHENOL CORP · CL A · 032095101 · shares: $117,116,641
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $105,999,888
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $104,430,640
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $79,944,388
- ECOLAB INC · COM · 278865100 · shares: $79,468,120
- ROCKWELL AUTOMATION INC · COM · 773903109 · shares: $79,227,883
- VERTEX PHARMACEUTICALS INC · COM · 92532F100 · shares: $75,033,168
Reported holdings
219 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 594918104 | — | 279,241 shares | $143,222,899 |
| AMAZON COM INC | COM | 023135106 | — | 534,992 shares | $133,293,259 |
| APPLE INC | COM | 037833100 | — | 363,997 shares | $121,218,227 |
| AMPHENOL CORP | CL A | 032095101 | — | 1,389,284 shares | $117,116,641 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 308,068 shares | $105,999,888 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 209,721 shares | $104,430,640 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 44,127 shares | $79,944,388 |
| ECOLAB INC | COM | 278865100 | — | 289,417 shares | $79,468,120 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 181,995 shares | $79,227,883 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 143,519 shares | $75,033,168 |
| TJX COS INC NEW | COM | 872540109 | — | 561,012 shares | $74,227,498 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 394,139 shares | $67,291,305 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | — | 188,553 shares | $66,781,702 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 284,328 shares | $62,532,257 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 723,022 shares | $62,411,259 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 158,911 shares | $58,917,842 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 168,724 shares | $57,491,044 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 202,719 shares | $53,635,393 |
| ANALOG DEVICES INC | COM | 032654105 | — | 133,793 shares | $53,077,021 |
| KROGER CO | COM | 501044101 | — | 742,371 shares | $43,517,788 |
| S&P GLOBAL INC | COM | 78409V104 | — | 100,630 shares | $39,695,516 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 123,912 shares | $32,804,463 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 141,977 shares | $32,424,671 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 40,547 shares | $31,052,597 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 54,354 shares | $29,974,825 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 32,250 shares | $29,358,465 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 215,192 shares | $29,274,720 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 88,390 shares | $29,242,084 |
| FISERV INC | COM | 337738108 | — | 601,759 shares | $27,187,472 |
| CLOROX CO DEL | COM | 189054109 | — | 309,588 shares | $25,079,724 |
| WW GRAINGER INC | COM | 384802104 | — | 19,106 shares | $23,801,491 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 283,519 shares | $21,473,729 |
| PEPSICO INC | COM | 713448108 | — | 167,442 shares | $21,218,210 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 | — | 221,042 shares | $17,351,797 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 37,502 shares | $16,950,154 |
| ALCON AG | ORD SHS | H01301128 | — | 241,685 shares | $15,649,104 |
| CARLISLE COS INC | COM | 142339100 | — | 47,799 shares | $15,399,404 |
| BROADCOM INC | COM | 11135F101 | — | 39,551 shares | $13,889,916 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 90,709 shares | $13,178,204 |
| MERCK & CO INC | COM | 58933Y105 | — | 79,932 shares | $11,614,882 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 37,629 shares | $11,593,871 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 65,416 shares | $10,646,454 |
| BANK OF AMER CORP | COM | 060505104 | — | 177,625 shares | $9,668,129 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 133,273 shares | $9,130,533 |
| DANAHER CORP DEL | COM | 235851102 | — | 40,549 shares | $8,983,631 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 120,710 shares | $8,685,096 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 82,764 shares | $8,598,352 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 134,231 shares | $7,961,241 |
| COCA COLA CO | COM | 191216100 | — | 89,339 shares | $7,690,301 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 36,481 shares | $7,588,778 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 106,783 shares | $7,539,948 |
| RTX CORPORATION | COM | 75513E101 | — | 36,949 shares | $6,859,582 |
| VISA INC | COM CL A | 92826C839 | — | 18,623 shares | $6,691,896 |
| ABBVIE INC | COM | 00287Y109 | — | 25,224 shares | $6,598,254 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 24,963 shares | $6,441,952 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 96,150 shares | $6,210,328 |
| BXP INC | COM | 101121101 | — | 100,816 shares | $6,160,866 |
| EMERSON ELEC CO | COM | 291011104 | — | 29,245 shares | $4,535,899 |
| HOME DEPOT INC | COM | 437076102 | — | 14,404 shares | $4,097,794 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 14,156 shares | $3,933,811 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 45,026 shares | $3,841,618 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 5,571 shares | $3,760,704 |
| INTEL CORP | COM | 458140100 | — | 31,200 shares | $3,751,176 |
| ORACLE CORP | COM | 68389X105 | — | 27,285 shares | $3,746,196 |
| HAYWARD HLDGS INC | COM | 421298100 | — | 304,169 shares | $3,723,029 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 20,221 shares | $3,707,925 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 11,012 shares | $3,503,137 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 27,016 shares | $3,460,763 |
| CATERPILLAR INC | COM | 149123101 | — | 4,024 shares | $3,262,619 |
| US BANCORP | COM NEW | 902973304 | — | 48,221 shares | $2,785,245 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 60,026 shares | $2,785,206 |
| GENTEX CORP | COM | 371901109 | — | 124,728 shares | $2,711,587 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 9,156 shares | $2,547,474 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 40,715 shares | $2,503,972 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 37,373 shares | $2,496,143 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 33,090 shares | $2,485,390 |
| WATSCO INC | COM | 942622200 | — | 8,120 shares | $2,457,843 |
| GE AEROSPACE | COM NEW | 369604301 | — | 7,686 shares | $2,400,266 |
| ALLIANCE LAUNDRY HLDGS INC | COM | 01862Q107 | — | 106,235 shares | $2,262,805 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 8,748 shares | $2,250,685 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 22,335 shares | $2,207,398 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 17,542 shares | $2,204,503 |
| DEERE & CO | COM | 244199105 | — | 3,215 shares | $2,159,033 |
| CHEVRON CORPORATION | COM | 166764100 | — | 10,530 shares | $2,150,331 |
| DISNEY WALT CO | COM | 254687106 | — | 20,328 shares | $2,132,407 |
| WABTEC | COM | 929740108 | — | 7,389 shares | $2,121,973 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 36,106 shares | $2,087,649 |
| GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | — | 24,520 shares | $2,076,844 |
| GE VERNOVA INC | COM | 36828A101 | — | 2,180 shares | $2,072,068 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,714 shares | $2,069,788 |
| UNION PAC CORP | COM | 907818108 | — | 7,558 shares | $2,056,759 |
| ALLEGION PLC | ORD SHS | G0176J109 | — | 12,500 shares | $1,922,125 |
| LINDE PLC | SHS | G54950103 | — | 3,950 shares | $1,874,655 |
| CVS HEALTH CORP | COM | 126650100 | — | 21,185 shares | $1,815,343 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 2,548 shares | $1,786,020 |
| AIRBNB INC | COM CL A | 009066101 | — | 11,043 shares | $1,774,014 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,298 shares | $1,666,481 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 8,037 shares | $1,573,243 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 4,291 shares | $1,526,180 |
| WALMART INC | COM | 931142103 | — | 13,137 shares | $1,365,197 |